Client portal
Leave a note instead of uploading a file
Clients can respond to a request item with a note when they do not have the file yet.
Clients do not always have the file your firm asked for. In the client portal, they can use Add note beside a requested item.
How the client adds a note
- Open the secure request link.
- Find the requested item.
- Click Add note.
- Type the explanation.
- Click Save note.
What happens next
The item is submitted, even if no file was uploaded. Your team sees the note on the request page under that item.
When this is useful
A client can leave a note when a bank statement is not ready yet, a document does not apply, or they need to explain what they uploaded.